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Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
103
+20 vs. Q3 2025
Portfolio value
$1.78B
+$477.8M (+36.6%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Eversept Partners, LP in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VERAVera Therapeutics, Inc.CL A3,072,304$155.6M8.7%+264,468+9.4%AddedHistory
GSKGSK plcADR2,679,721$131.4M7.4%+559,275+26.4%AddedHistory
UTHRUnited Therapeutics CorpCOM252,592$123.1M6.9%−628−0.2%ReducedHistory
ABVXAbivax S.A.SPONSORED ADS657,834$88.7M5.0%+231,335+54.2%AddedHistory
NTRANatera, Inc.COM334,493$76.6M4.3%−185,151−35.6%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM3,314,408$69.6M3.9%−152,906−4.4%ReducedHistory
VRDNViridian Therapeutics, Inc.COM1,782,235$55.5M3.1%−142,071−7.4%ReducedHistory
PCVXVaxcyte, Inc.COM1,197,722$55.3M3.1%−224,261−15.8%ReducedHistory
TVTXTravere Therapeutics, Inc.COM1,174,968$44.9M2.5%−242,236−17.1%ReducedHistory
HCAHCA Healthcare, Inc.COM95,874$44.8M2.5%−15,826−14.2%ReducedHistory
DHRDanaher CorpStock186,262$42.6M2.4%+86,989+87.6%AddedHistory
IONSIonis Pharmaceuticals IncCOM538,218$42.6M2.4%−443−0.1%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,434,725$39.0M2.2%+280,805+24.3%AddedHistory
BRKRBruker CorpCOM783,789$36.9M2.1%+96,660+14.1%AddedHistory
AVTRAvantor, Inc.COM3,176,644$36.4M2.0%+2,252,202+243.6%AddedHistory
CYHCommunity Health Systems IncCOM7,943,802$24.8M1.4%+993,751+14.3%AddedHistory
EXASExact Sciences CorpCOM241,678$24.5M1.4%+241,678NewHistory
BCRXBiocryst Pharmaceuticals IncCOM2,992,895$23.3M1.3%+1,619,270+117.9%AddedHistory
GERNGeron CorpCOM17,659,983$23.3M1.3%+5,060,981+40.2%AddedHistory
TECHBIO-TECHNE CorpCOM377,405$22.2M1.2%−214,135−36.2%ReducedHistory
CDTXCidara Therapeutics, Inc.COM NEW98,721$21.8M1.2%+98,721NewHistory
PODDInsulet CorpStock74,708$21.2M1.2%+29,104+63.8%AddedHistory
BBNXBeta Bionics, Inc.COM678,262$20.7M1.2%+678,262NewHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS660,177$20.6M1.2%−703,476−51.6%ReducedHistory
UNHUnitedHealth Group IncStock60,862$20.1M1.1%−1,958−3.1%ReducedHistory
LQDALiquidia CorpCOM NEW509,443$17.6M1.0%+23,422+4.8%AddedHistory
ICLRIcon PLCCOM95,832$17.5M1.0%+40,807+74.2%AddedHistory
HQYHealthequity, Inc.COM185,739$17.0M1.0%+133,351+254.5%AddedHistory
GKOSGLAUKOS CorpCOM147,471$16.7M0.9%+147,471NewHistory
RVTYRevvity, Inc.COM162,777$15.7M0.9%−231,534−58.7%ReducedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES420,827$14.8M0.8%−67,765−13.9%ReducedHistory
ESPREsperion Therapeutics, Inc.COM3,851,133$14.2M0.8%+3,851,133NewHistory
BIIBBiogen Inc.COM77,944$13.7M0.8%+26,179+50.6%AddedHistory
SEMSelect Medical Holdings CorpCOM906,100$13.5M0.8%+906,100NewHistory
CNCCentene CorpStock324,092$13.3M0.7%+99,542+44.3%AddedHistory
CGONCG Oncology, Inc.COM308,466$12.8M0.7%+308,466NewHistory
BMYBristol Myers Squibb CoStock235,293$12.7M0.7%+235,293NewHistory
PALIPalisade Bio, Inc.COM5,391,548$12.7M0.7%+5,391,548NewHistory
ARQTArcutis Biotherapeutics, Inc.COM434,634$12.6M0.7%+323,168+289.9%AddedHistory
PHVSPharvaris N.V.COM439,177$12.2M0.7%+439,177NewHistory
LLYEli Lilly & CoStock10,623$11.4M0.6%+10,623NewHistory
EHCEncompass Health CorpCOM106,926$11.3M0.6%+106,926NewHistory
CTMXCytomX Therapeutics, Inc.COM2,507,090$10.7M0.6%+2,507,090NewHistory
ELVElevance Health, Inc.Stock30,195$10.6M0.6%−14,785−32.9%ReducedHistory
MNKDMannkind CorpCOM NEW1,852,563$10.5M0.6%−190,164−9.3%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM231,380$10.4M0.6%+231,380NewHistory
ASNDAscendis Pharma A/SSPONSORED ADR48,241$10.3M0.6%+48,241NewHistory
ISRGIntuitive Surgical IncCOM NEW18,062$10.2M0.6%+3,636+25.2%AddedHistory
ILMNIllumina, Inc.COM76,721$10.1M0.6%−46,953−38.0%ReducedHistory
ARDXArdelyx, Inc.COM1,715,129$10.0M0.6%+285,752+20.0%AddedHistory
DVAXDynavax Technologies CorpCOM NEW605,976$9.32M0.5%−87,551−12.6%ReducedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS127,561$8.87M0.5%−38,830−23.3%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM337,340$8.37M0.5%−164,894−32.8%ReducedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM358,168$8.36M0.5%+7,356+2.1%AddedHistory
HUMHumana IncStock32,462$8.31M0.5%+15,810+94.9%AddedHistory
PNTGPennant Group, Inc.COM293,960$8.27M0.5%+255,980+674.0%AddedHistory
MRNAModerna, Inc.Stock267,823$7.90M0.4%+267,823NewHistory
MOHMolina Healthcare, Inc.COM45,470$7.89M0.4%+36,000+380.1%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM10,097$7.79M0.4%−6,623−39.6%ReducedHistory
TYRATyra Biosciences, Inc.COM278,564$7.32M0.4%+5,858+2.1%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM317,182$7.30M0.4%+317,182NewHistory
ANABAnaptysbio, IncCOM120,927$5.86M0.3%+120,927NewHistory
BMRNBiomarin Pharmaceutical IncCOM93,748$5.57M0.3%−52,894−36.1%ReducedHistory
ASMBAssembly Biosciences, Inc.COM NEW159,676$5.43M0.3%+159,676NewHistory
IVVDInvivyd, Inc.COM2,140,130$5.29M0.3%+92,865+4.5%AddedHistory
CVSCVS Health CorpStock63,696$5.05M0.3%+63,696NewHistory
ACADAcadia Pharmaceuticals IncCOM176,594$4.72M0.3%+12,357+7.5%AddedHistory
PTGXProtagonist Therapeutics, IncCOM52,961$4.63M0.3%+52,961NewHistory
ZBIOZenas BioPharma, Inc.COM121,016$4.39M0.2%−37,726−23.8%ReducedHistory
RLAYRelay Therapeutics, Inc.COM489,137$4.14M0.2%+10,081+2.1%AddedHistory
ENGNenGene Therapeutics Inc.COM455,835$4.12M0.2%+455,835NewHistory
BKDBrookdale Senior Living Inc.COM374,929$4.05M0.2%+374,929NewHistory
NHCNational Healthcare CorpCOM28,577$3.92M0.2%+28,577NewHistory
FTREFortrea Holdings Inc.COMMON STOCK224,139$3.87M0.2%+4,755+2.2%AddedHistory
BVSBioventus Inc.COM CL A471,257$3.51M0.2%+37,324+8.6%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM251,593$2.93M0.2%−724,918−74.2%ReducedHistory
AVRAnteris Technologies Global Corp.COM500,000$2.50M0.1%00.0%UnchangedHistory
AMRNAmarin Corp PLCSPONSORED ADR172,188$2.40M0.1%+4,912+2.9%AddedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A718,582$2.34M0.1%+427,909+147.2%AddedHistory
EOLSEvolus, Inc.COM344,104$2.29M0.1%−1,131,005−76.7%ReducedHistory
STROSutro Biopharma, Inc.COM SHS193,571$2.24M0.1%−35,560−15.5%ReducedConverted for a 1-for-10 splitHistory
SRZNSurrozen, Inc.COM NEW95,286$2.15M0.1%+18,289+23.8%AddedHistory
EHABEnhabit, Inc.COM218,510$2.01M0.1%+218,510NewHistory
RAPPRapport Therapeutics, Inc.COM59,233$1.80M0.1%−84,332−58.7%ReducedHistory
IFRXInflaRx N.V.COM1,757,312$1.77M0.1%+26,677+1.5%AddedHistory
BHVNBiohaven Ltd.COM145,431$1.64M0.1%+145,431NewHistory
CTNMContineum Therapeutics, Inc.CL A137,493$1.57M0.1%+2,874+2.1%AddedHistory
ALECAlector, Inc.COM1,006,163$1.57M0.1%−482,562−32.4%ReducedHistory
NVCRNovoCure LtdORD SHS120,978$1.56M0.1%+120,978NewHistory
QUREuniQure N.V.SHS62,820$1.50M0.1%−814,553−92.8%ReducedHistory
PASGPassage BIO, Inc.COM126,230$1.49M0.1%+126,230NewHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS178,915$1.27M0.1%−15,525−8.0%ReducedHistory
NVAXNovavax IncCOM NEW181,220$1.22M0.1%−61,964−25.5%ReducedHistory
PLRXPliant Therapeutics, Inc.COM842,023$1.03M0.1%+17,429+2.1%AddedHistory
SVRASavara IncCOM170,195$1.03M0.1%+170,195NewHistory
EHTHeHealth, Inc.COM222,570$1.02M0.1%+94,248+73.4%AddedHistory
INMDInMode Ltd.SHS61,938$909.9K0.1%+61,938NewHistory
WHWKWhitehawk Therapeutics, Inc.COM260,259$629.8K<0.1%+260,259NewHistory
EDITEditas Medicine, Inc.COM290,919$596.4K<0.1%+290,919NewHistory
SLQTSelectQuote, Inc.COM357,661$504.3K<0.1%+357,661NewHistory

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Eversept Partners, LP in Q4 2025
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$138.2M–
SPYSPDR S&P 500 ETF TrustETF$30.6M–
iShares Tr46428743220 YR TR BD ETF$20.0M–
State Street SPDR S&P Biotech ETF78464A870ETF$12.1M–

Sold out since Q3 2025 (14)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ZIMVZimVie Inc.Stock2,079,380$39.4M3.0%History
RGENRepligen CorpCOM105,087$14.0M1.1%History
Avidity Biosciences, Inc.05370A108COM302,911$13.2M1.0%–
NVONovo Nordisk A SADR217,708$12.1M0.9%History
ETNB89bio, Inc.COM392,441$5.77M0.4%History
MRUSMerus N.V.COM48,054$4.52M0.3%History
MIRMMirum Pharmaceuticals, Inc.COM49,314$3.62M0.3%History
NKTRNektar TherapeuticsCOM NEW49,890$2.84M0.2%History
GOSSGossamer Bio, Inc.COM925,233$2.43M0.2%History
KURAKura Oncology, Inc.COM263,628$2.33M0.2%History
KRROKorro Bio, Inc.COM20,856$998.8K0.1%History
PVLAPalvella Therapeutics, Inc.COM11,343$711.1K0.1%History
REPLReplimune Group, Inc.COM59,992$251.4K<0.1%History
DYNDyne Therapeutics, Inc.COM10,000$126.5K<0.1%History